How to Create a Service

Services are the core of your practice, and knowing how to set them up correctly ensures a smooth experience for both your team and clients.

Step 1: Navigate to Services

Log in to your Pabau account, and in the left sidebar menu, go to Setup, then click on the "Services" button under "Services".

Step 2: Create New Service

Click New Service in the top right corner and choose the service type you want to create: In-person or Virtual.

The service creation page has five tabs:

• General
• Assign
• Pricing
• Online Booking
• Client Pathway

Step 3: Fill Service Details - General Tab

In the General tab, enter the service details. Here are the main fields you need to complete:

• Service Name – This name will be visible to clients, so make sure it’s accurate.

• Service Code – Optional.

• Category – The category this service belongs to.

• Appointment Color – Appointments for this service will show in the calendar with this color.

• Image – This image appears at checkout. You can upload from your device or choose from the library.

Under Advanced Settings, you can configure:

• Automatic Consumption: This lets you link consumable or retail products to the service. When this service is sold, the system automatically deducts the specified product quantity from inventory. To set this up, click Add Product, select the items and quantities, and make sure to check Consumable Deduction to enable stock deduction on each sale.

In the Other Information section, you can add:

• SKU (Stock Keeping Unit): Unique code for inventory tracking.

• Procedure Code: Usually used for integrations, diagnostic codes, or reporting.

• Invoice Item Name: Custom name for the service that will appear on invoices instead of the default name.

• Display Text on Invoice: Extra text shown on invoices when this service is provided.

If the service can only be paid using a pre-paid package, check Use a package session to pay for the service.

For services that require a patch test, toggle Set if this service requires a patch test. This will prompt reminders during appointment booking.

Step 4: Assign Locations and Staff - Assign Tab

In the Assign tab, select which locations offer this service and which staff members can perform it. You can also specify the room and equipment needed for the service.

Step 5: Specify Pricing and Booking Details - Pricing Tab

In the Pricing tab:

• Choose the service availability type:

  • Book & Sell: Available to book on the calendar and sell at checkout.

  • Book: Bookable only, not sold at checkout.

  • Sell: Sellable only, not bookable.

• Enter the service price. The currency is based on your business settings.

• Under Special Pricing, you can set different prices by employee or location.

• Select the default appointment duration, which can be adjusted when booking.

• Set applicable taxes by going to Setup > Taxes under Financials.

• In Extra Time, enable additional buffer time after the appointment for preparation or cleanup.

You can also require a deposit or full payment during booking, which can apply to manual and/or online bookings.

Step 6: Set the Online Booking Settings

In the Online Booking tab, you can:

• Enable or disable online booking for the service.

• Add a description and service notice for clients booking online.

Restrict bookings to:

• Existing clients only

• New clients only

• Both new and existing clients

New clients are those who haven’t had an appointment at your practice before.
Existing clients are those with at least one completed appointment in your calendar.

You can also restrict bookings to clients who have previously received a specific service you define.

Step 7: Confirm and Create

Make sure the Active toggle is turned on in the upper right corner, then click Create to save your new service.